How A Scheduling Link Booked 3,000+ Meetings for This Mortgage Lender

“It's a real pain point to try and connect with people and YouCanBookMe is a great solution.”
- Brian Martucci

With nearly four decades in the residential mortgage business with his company Get Loans, Brian Martucci has seen it all—interest rate spikes, housing booms, and the rise of online lending. But one thing has remained constant: his commitment to making the mortgage process as smooth and stress-free as possible.

Based in Washington D.C., Brian works closely with people as they navigate one of the biggest financial decisions of their lives: buying a home. His goal? To educate and empower individuals so they can make confident, informed mortgage choices (take a look at his TikTok!).

But with a growing number of inquiries, Brian needed a way to protect his time while staying responsive to his clients’ needs. That’s when he turned to YouCanBookMe—a scheduling software for finance professionals—to simplify the booking process, cut back on admin, and deliver a seamless client experience from the very first interaction.

Why YouCanBookMe: Brian’s story

The challenge

Before YouCanBookMe, scheduling was a constant headache for Brian. Like many others, he was stuck in a loop of phone tag and email back-and-forth with prospective clients.

"I was trying to connect with a client... We're going back and forth playing phone tag, sending a few emails, not connecting. I'm getting frustrated. She's getting frustrated."

For someone who prides himself on professionalism and efficiency, this just wasn’t sustainable. He needed a smarter way to connect—one that respected both his and his clients’ busy schedules.

As someone who’s always embraced technology to stay ahead, Brian was ready for a more efficient solution.

"For me, the answer has always been technology. Anything I can do to keep up with or keep a step ahead of competitors."

The solution

Brian first encountered YouCanBookMe through a client.

“She sends me an email with the link—‘Why don’t we just schedule a call?’ Schedule a call, what is that? And I click the button - and it opens up the box and it takes me through the steps. It was very intuitive. And I thought, ‘This is genius. I’m getting this.’”

That moment marked a turning point. Brian signed up for YouCanBookMe and never looked back, sharing his booking link anywhere he can.

"I have it on my website in the top navigation... I also have it embedded in my email signature [and] in a lot of templated emails... So I mean I throw it out everywhere I can because playing phone tag is frustrating. It's inefficient. It's a waste of time.”

By automating his scheduling process, Brian has cut down on administrative tasks, saving valuable hours each week. Clients can now book time with him instantly—no back-and-forth required—creating a faster, more convenient experience for everyone involved. 

The result? Less friction, better communication, and more time for Brian to focus on what he does best: helping people navigate one of life’s biggest financial decisions.

Make your first impression count

Stop playing phone tag. With an online booking link, clients can schedule when it suits them, without you lifting a finger.

The outcome

The shift wasn’t just internal—Brian’s clients felt it, too.

By eliminating the friction of back-and-forth emails and calls, YouCanBookMe made it easier for people to connect with Brian on their own time—even during hectic weeks.

“They’ll say, ‘Wow, thanks for making it so easy. This was great because I’ve got a busy couple days, but I saw you had that one 30-minute slot and I took it.’”

The result? Fewer missed appointments, happier clients, and a business that runs more smoothly—without compromising the personal attention Brian is known for.

“I want people to schedule calls. It’s great for them and it’s great for me.”

Deep dive into Brian's booking page

Brian's booking page

When prospective clients land on Brian’s booking page, they know exactly what to expect—and exactly who they’re meeting with.

The first thing they see? A clean layout that highlights Brian’s next available time slot. Brian uses the daily view display, which helps clients book faster (and sooner) without scrolling through weeks of options. 

That means less hesitation, fewer missed opportunities, and more productive conversations on the calendar.

Brian has also customized his booking page, using the title to include his website—GetLoans.com—for instant clarity and brand recognition. And just below that, a short description tells clients exactly what to do next.

Once a time is selected, the custom booking form gathers everything Brian needs to prepare for the call. Clients are asked for their phone number and invited to describe the purpose of the meeting, request Zoom if they’d like, and to note if anyone else should join the call—ensuring everyone’s aligned from the start.

It’s quick, professional, and built for clarity. 

✨ Bonus ✨ Learn from the pros—Brian's top business advice

Brian's decades-long career in the mortgage industry has taught him a thing or two about what it takes to succeed. One key takeaway is the importance of prioritizing the client's needs above all else.

"I put my client's wallet in front of my own. Countless times, countless thousands of times I have told people, you know what? I think there's a mortgage product that's better for you, and we don't have it."

This approach may seem counterintuitive, but Brian's experience has shown that it's a key factor in building trust and loyalty with clients. By putting their needs first, Brian has been able to establish a reputation as a trusted lender and educator in the mortgage industry.

"My big saying is I'm not a salesperson. I'm an educator. And I think people really appreciate that."

His advice to other professionals? Focus on delivering value—not closing the deal. When you approach your work as an opportunity to educate, you don’t just win business. You earn loyalty.

Smarter scheduling, stronger client relationships

Brian’s story proves that small changes can have a big impact. By using YouCanBookMe, he’s eliminated scheduling friction, reduced admin, and made it easier for clients to reach him—without compromising the personalized service he’s known for.

With 39 years of experience and a streamlined, modern process to match, Brian’s now spending less time coordinating calendars and more time helping clients navigate one of life’s biggest financial decisions.

Want to offer a smoother, more professional scheduling experience?

👉 Start your free trial with YouCanBookMe and simplify the way customers connect with you.